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HubSpot

Connect Pilea to HubSpot to gather feedback from support tickets and engagements while leveraging CRM data for deeper context, helping you understand customer needs based on their interactions and account details.

Support & CRM

Installation

Do you have
admin access?

Administrator access is required to set up this integration.

You'll need to provide:

  1. HubSpot client secret (from your HubSpot developer account)
  2. HubSpot access token (API key)
  3. HubSpot account ID (found under your account name in the HubSpot dropdown menu in the top right corner)

1: Access private apps settings

  1. Log into your regular HubSpot account (not the developer account)
  2. Click the settings gear icon in the top navigation bar
  3. In the left sidebar, navigate to "Integrations" > "Private Apps"

2: Create a private app for Pilea

  1. Click "Create a private app"
  2. On the "Basic Info" tab:
    • App name: Enter "Pilea Integration" (or similar)
    • Description: Enter "Private app for Pilea integration to sync feedback and product data"

3: Configure required scopes

  1. Click on the "Scopes" tab
  2. Add the following scopes:
    • tickets - Access to HubSpot Service Hub tickets
    • sales-email-read - Read sales email data
    • crm.objects.companies.read - Read company information
    • crm.objects.contacts.read - Read contact information
    Search for each scope by name and check the box next to it

Note: Only select the scopes that Pilea actually needs to function. Contact Pilea support if you're unsure which scopes are required for your specific use case.

4: Create app and get your access token

  1. Click "Create app"
  2. Review the information in the modal and click "Continue creating"
  3. Once created, you'll see the app details page
  4. In the "Access token" section, click "Show token"
  5. Copy this entire token - this is your HubSpot access token
  6. Save it securely - you'll need to enter this in Pilea

Security Note: This access token provides access to your HubSpot data. Keep it secure and only share it through Pilea's secure connection form.

Finding your HubSpot Account ID

Your Account ID (also called Hub ID) is required for the Pilea integration:

Method 1: From the Account Dropdown

  1. In your HubSpot account, click on your account/company name in the top-right corner (next to your profile picture)
  2. Your Hub ID will be displayed in the dropdown menu
  3. Copy this number - this is your HubSpot account ID

Method 2: From the URL

  1. Look at your browser's address bar while in HubSpot
  2. Find the number after app.hubspot.com/ in the URL
  3. Example: https://app.hubspot.com/contacts/12345678/objects/...
  4. Your Hub ID is 12345678

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How to use

  • Once connected, Pilea will continuously sync with your HubSpot account
  • Support tickets and engagements are automatically analyzed for product feedback
  • CRM data provides additional context for feedback analysis
  • Insights are integrated with other feedback sources in your Pilea dashboard